35 Job openings found

Job Summary:We are seeking a results-driven Digital Marketing Executive with a passion for financialservices to support our mutual fund distribution business. The ideal candidate will assist inplanning, executing, and optimizing digital campaigns aimed at increasing investorawareness, lead generation, and client engagement. This role requires a strongunderstanding of the financial services ...

To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the ...

We are hiring a dynamic Wealth Sales Manager with a strong background in insurance, mutual funds, SIPs, or broking. The ideal candidate will be responsible for acquiring high-net-worth clients, offering wealth management solutions, and driving investment product sales. Strong interpersonal skills and a proven track record in financial product sales ...

Job description: Job Title: Sales Executive – Trading & Demat Account Opening Employment Type: Full-time Experience: 1-3 years in Financial Sales/Broking/Investment Banking Key Responsibilities: Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts. Digital On boarding: should be able to on board clients digitally. (DMAT- Accounts) Market Research: Stay updated on ...

Overview: The QPFP is a certified financial professional trained to provide comprehensive personal finance advice, covering key areas such as investments, insurance, taxation, retirement, and estate planning. The role involves helping clients build, protect, and manage their wealth through structured financial planning aligned with their life goals. --- Key Responsibilities: 1. Client Financial Planning:Understand ...

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing clients To coordinate with product and research team ...

Key Result Areas : Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas) Key Result Areas Revenue Generation - • Net Revenue achievement as per targets from existing ...

Key Responsibilities:  Client Acquisition & Relationship Managemento Acquire new clients through referrals, walk-ins, leads, and cold calling.o Maintain and strengthen existing client relationships to drive client engagement.o Regularly update clients on market trends, portfolio performance and investment opportunities.  Trading & Executiono Execute buy/sell orders for equity, derivatives and other permitted ...

Preferable Product : Stock Broking, Mutual Funds, Insurance ( Sales personnel handling Direct as well as B to B channel )     Preferred Skill Set: -    Experienced Sales Team leader -    Logical and analytical approach to Sales -    Can lead a Team of 10 to 15 RMs -    Convincing power -    Can develop the Team ...

Role Overview:We’re seeking a highly skilled and experienced professional to lead our mutual fund research function,delivering actionable insights and recommendations to support our distributors, clients, and internalteams. This role involves in-depth fund analysis, performance tracking, market monitoring, andcontributing to product evaluation and education.Key Responsibilities:● Conduct in-depth research and due diligence ...